Andrew
Cleaver

Money Concepts Capital Corp

CRD#7154227
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Andrew Cleaver is a financial advisor based in Palm Beach Gardens, Florida, working with Money Concepts Capital Corp. Andrew has previously held positions at Cig Financial Services, Independent Financial Group, Greeks Pizzaria, Student, Otsego Lake State Park, Sunfrog Shirts LLC, Miller Construction, F3 Logic, LLC, 724 Capital, LLC, Taylor University, Gaylord School District, Childs Investment Group, and Money Concepts Capital Corp. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Andrew is part of Money Concepts Capital Corp, which operates out of Palm Beach Gardens, Florida. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11440 Jog Road
Palm Beach Gardens, FL 33418

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,904,017,021

FL Average: $1,855,561,029
Total Number of Employees

407

FL Average: 62
Total Number of Accounts

14,363

FL Average: 2,474
Average Account Size

$202,187

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Andrew Cleaver Work History

2024 - Present (0 year)

Money Concepts Capital Corp

2022 - Present (2 years)

724 Capital, LLC

2020 - Present (4 years)

Independent Financial Group

2020 - Present (4 years)

Childs Investment Group

2019 - Present (5 years)

Cig Financial Services

2021 - 2022 (1 year)

F3 Logic, LLC

2017 - 2019 (2 years)

Greeks Pizzaria

2016 - 2017 (1 year)

Otsego Lake State Park

2015 - 2019 (4 years)

Student

2015 - 2019 (4 years)

Taylor University

2014 - 2015 (1 year)

Sunfrog Shirts LLC

2014 - 2014 (< 1 year)

Miller Construction

2009 - 2015 (6 years)

Student

2009 - 2015 (6 years)

Gaylord School District

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Disclosures

Please visit the SEC profile of Andrew Cleaver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Money Concepts Advisory Service

Timothy Kovalchick
Palm Beach Gardens, FL
Jason Grosse
Saint Peters, MO
Stephen Dudzinski
Palm Beach Gardens, FL
Michael Momeno
Palm Beach Gardens, FL
Joshua Branham
Palm Beach Gardens, FL
Barry Marsolais
Palm Beach Gardens, FL
William Peterman
Springfield, IL
Chadley Lazreg
New City, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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